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Useful Hints on Vtiger to PipelineDeals Migration

If Vtiger to PipelineDeals migration is on the horizon, this guide is a useful source of information on making the transfer secure and simple.

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Useful Hints on Vtiger to PipelineDeals Migration

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  1. How to Migrate Data fromVtiger to PipelineDeals www.data2crm.com/migration

  2. How to Migrate Data from Vtiger to PipelineDeals www.data2crm.com/migration

  3. Migration Setup 1. Create your account Visit www.data2crm.com/migration/ and register your Data2CRM account. Provide your name, email and choose the password. http://www.data2crm.com/migration/crm/supported/vtiger-to-pipeline-deals-migration

  4. Migration Setup 2. Source CRM URL • Specify your Vtiger URL, select CRM Source type. • Then provide your URL, login and specify the access key*. http://www.data2crm.com/migration/crm/supported/vtiger-to-pipeline-deals-migration

  5. Migration Setup 2. Source CRM URL *Vtiger Open Source To get Vtiger access key, follow the instruction below: Login to your Vtiger CRM. Copy ‘Access Key’ and paste it in the migration wizard. 1 Go to ‘My preferences’. 2 3 http://www.data2crm.com/migration/crm/supported/vtiger-to-pipeline-deals-migration

  6. Migration Setup 2. Source CRM URL *Vtiger On Demand To find out Vtiger On Demand access key, just follow steps below: Login to your Vtiger CRM On Demand. Copy ‘Access Key’ and paste it in the migration wizard. 1 2 Go to ‘My preferences’. 3 http://www.data2crm.com/migration/crm/supported/vtiger-to-pipeline-deals-migration

  7. Migration Setup 3. Specify Target CRM URL Select your CRM type, in this case choose PipelineDealsand provide your API key. http://www.data2crm.com/migration/crm/supported/vtiger-to-pipeline-deals-migration

  8. Migration Setup 4. Select Options and Start Demo • Check the boxes • to activate the following • migration options: • Accounts • Contacts • Tasks • Opportunity • Leads • Now, start your • Demo Migration. http://www.data2crm.com/migration/crm/supported/vtiger-to-pipeline-deals-migration

  9. Migration Setup 5. Check Up Demo Migration Progress Data2CRM moves up to 10 items of all specified modules for you to see how the service works. http://www.data2crm.com/migration/crm/supported/vtiger-to-pipeline-deals-migration

  10. Migration Setup 6. Start Full CRM Migration Set up your full Vtiger to PipelineDeals migration. After accomplishment of your Demo, you will see the migrated recordsand price of your switch. Also there is a grid button that allows you to change migration options before setting up your full data transfer. You'll receive an email notification as soon as the migration is complete. http://www.data2crm.com/migration/crm/supported/vtiger-to-pipeline-deals-migration

  11. Migration Setup 7. Full Migration Is Complete Congratulations! Now you may check up the result of migration and enjoy your new PipelineDealsCRM. http://www.data2crm.com/migration/crm/supported/vtiger-to-pipeline-deals-migration

  12. www.data2crm.com/migration

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